Customer Stories
Our clients compete to win.
That’s why most of what we do for them is confidential. However you can learn how they
attacked their challenges and how we helped them succeed. Here's a few examples.
attacked their challenges and how we helped them succeed. Here's a few examples.
Front Title
$20B cloud service company.
Market leader in multiple
product categories.
Back Title
Challenge: Move from marketing individual products to marketing solutions.
Company Name:
Salesforce
who they are:
$20B cloud service company. Market leader in multiple product categories.
problem:
How do we move from marketing individual products to marketing solutions? What's the most effective way to launch to customers? What needs to be done differently for new logos? What's the best way to position our professional services? What's the best way to position ourselves against our top competitor to close more deals?
our solution:
Analyze customer purchase patterns, business maturity, pain points, attitudes, and goals. Interview customers, the field and sales to gather insights into what's working/not working. Conduct competitive analysis. Create go-to-market strategies. Launch new products and services.
our services:
iCMO
find customers
set a path
arm sales
Front Title
Hyper-growth B2B SaaS,
sales acceleration startup servicing 50,000+ businesses
Back Title
Challenge: Need an interim CMO and to build a customer marketing organization.
Company Name:
Drift
who they are:
Hyper-growth B2B SaaS, sales acceleration startup servicing 50,000+ businesses.
problem:
Who can I get to fill in for the CMO who's going out on leave for four months? What is the best way to build a customer marketing organizaiton?
our solution:
Drive strategic initiatives, coach marketing managers, align the team, hire for key positions.
our services:
iCMO
tell a story
set a path
engage buyers
Front Title
Fast growth AP invoice automation startup just named a “company to watch” by Gartner.
Back Title
Challenge: Launch a company and product, stand out, create awareness, and build demand.
Company Name:
OpenEnvoy
who they are:
Fast growth AP invoice automation startup just named a “company to watch” by Gartner.
problem:
I need an interim marketing executive to work with the CEO to quickly launch a company and a product. Who's the best target for my MVP product? Which market is the best fit for what I have to sell today? How do I stand out from the compeition? What is that compelling story to hook buyers? I need an on-demand marketing team to create awareness, build demand and fill a pipeline for sales.
our solution:
Launch the company. Create a differentiated, compelling story and messaging strategy. Set up revenue operations -- CRM and marketiing automation. Build a pipeline via deman gen campaigns and sales tools. Write press releases. Help hire a marketing team. Advise new head of marketing.
our services:
tell a story
find customers
set a path
launch it
engage buyers
arm sales
scale it
Front Title
Innovation management software startup used by large financial and healthcare institutions.
Back Title
Challenge: Work with the CEO and team to set up marketing for growth.
Company Name:
Startgrid
who they are:
Innovation management software startup used by some of the largest financial and healthcare institutions in the world.
problem:
I need an interim marketing executive to work with the CEO and e-team to define the best way to set up marketing for growth. Who's the best target for my MVP product? Which market is the best fit for what I have to sell today? How do I stand out from the competition? How do I create a compelling story to investors and potential buyers? I need an on-demand marketing team to create awareness, build demand and fill a pipeline for sales.
our solution:
Serve as Interim CMO. Establish the brand strategy. Create a Go-to-Market strategy and quarterly marketing plans. Size the opportunity and develop the narrative for investors. Understand the buyer and create personas. Craft a differentiated, compelling narrative. Setup CRM and marketing automation for growth. Provide a team to support demand gen and sales.
our services:
iCMO
tell a story
find customers
set a path
launch it
engage buyers
arm sales
scale it
Front Title
Bespoke Trust company
with billions of dollars in
managed assets.
Back Title
Challenge: Launch a company, create my story, and build awareness.
Company Name:
Wealthgate Trust
who they are:
Bespoke Trust company with billions of dollars in managed assets.
problem:
How do I launch my company? How do I create my story? What's the best way to start to build awareness?
our solution:
Develop a brand. Create positioning and messaging. Build a website. Ongoing design and marketing support.
scale it
our services:
tell a story
set a path
arm sales
scale it
Front Title
One of the first companies to
market with phone booths
for shared workspaces..
Back Title
Challenge: Hire a marketing team, invest dollars for greatest visibility.
Company Name:
Zenbooth
who they are:
One of the first companies to market with phone booths for shared workspaces.
problem:
I need an interim marketing executive to work with the CEO and e-team to help identify the best way to set up marketing for growth. Who's the best target for my product? Which market is the best fit for what I have to sell? How do I stand out from the compeition? How do I hire a marketing team? How do I get better visibility into where I should invest my marketing dollars? How can I help sales be more effective?
our solution:
Interim CMO. Identify and build personas of the buyer. Develop a Go-to-Market strategy and messaging strategy. Serve as an advisor for CEO, Exec Team and the sales and marketing team.
scale it
our services:
iCMO
tell a story
find customers
launch it
Company Name:
Drift
who they are:
Hyper-growth B2B SaaS, sales acceleration startup servicing 50,000+ businesses.
Challenge:
I need someone to fill-in for the CMO who's going out on leave for four months. What is the best way to build a customer marketing organization?
our solution:
Drive strategic initiatives, coach marketing managers, align the team, hire for key positions.
Services Provided:
iCMO
Tell a Story
set a path
engage buyers
Company Name:
Salesforce
who they are:
$20B cloud service company. Market leader in multiple product categories.
Challenge:
How do we move from marketing individual products to marketing solutions? What's the most effective way to launch to customers? What needs to be done differently for new logos? What's the best way to position our professional services? What's the best way to position ourselves against our top competitor to close more deals?
our solution:
Analyze customer purchase patterns, business maturity, pain points, attitudes, and goals. Interview customers, the field and sales to gather insights into what's working/not working. Conduct competitive analysis. Create go-to-market strategies. Launch new products and services.
Services Provided:
Tell a Story
find customers
set a path
arm sales
Company Name:
OpenEnvoy
who they are:
Fast growth AP invoice automation startup just named a “company to watch” by Gartner.
Challenge:
I need to quickly launch a company and a product. How do I stand out from the competition? What’s my story to hook buyers? I need a team to create awareness, build demand and fill a pipeline for sales.
our solution:
Create a differentiated, compelling story and messaging strategy and a go-to-market strategy. Set up revenue operations – CRM and marketing automation. Create demand campaigns to build a pipeline and sales tools. Write press releases. Help hire a marketing team. Advise new head of marketing.
Services Provided:
tell a story
find customers
set a path
launch it
Engage buyers
arm sales
scale it
Company Name:
Startgrid
who they are:
Innovation management software startup used by some of the largest financial and healthcare institutions in the world.
Challenge:
I need a marketing executive to work with the CEO and management team to set up marketing for growth. How do I create a compelling story to investors and potential buyers? I need an on-demand marketing team to create awareness, build a pipeline and support sales.
our solution:
Serve as Interim CMO. Establish the brand strategy. Create a Go-to-Market strategy and quarterly marketing plans. Size the opportunity and develop the narrative for investors. Understand the buyer and create personas. Craft a differentiated, compelling narrative. Setup CRM and marketing automation for growth. Provide a team to support demand gen and sales.
Services Provided:
iCMO
tell a story
find customers
set a path
launch it
engage buyers
arm sales
scale it
Company Name:
Wealthgate Trust
who they are:
Bespoke Trust company with billions of dollars in managed assets.
Challenge:
How do I launch my company? How do I create my story? What's the best way to start to build awareness?
our solution:
Develop a brand. Create positioning and messaging. Build a website. Ongoing design and marketing support.
Services Provided:
tell a story
set a path
arm sales
scale it
Company Name:
Zenbooth
who they are:
One of the first companies to market with phone booths for shared workspaces.
Challenge:
I need a marketing executive to work with the CEO to set up marketing for growth. How do I stand out from the competition? How do I hire a marketing team? How do I get better visibility into where I should invest my marketing dollars? How can I help sales be more effective?
our solution:
Interim CMO. Identify and build personas of the buyer. Develop a Go-to-Market strategy and messaging strategy. Serve as an advisor for CEO, Exec Team and the sales and marketing team.
Services Provided:
iCMO
tell a story
find customers